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Client portfolio

Navneet Soni S

PAN LOLPS8468Anavsoni22@gmail.com+919500170640

Annualised

+9.6%

XIRR

Current value

₹0
13.3% · +₹73.9K
₹6.30 L today
Since 28 Jan 2022 · 109 transactions

Net invested

₹5.56 L

purchases − redemptions

Current value

₹6.30 L

Net gain

₹73.9K

+13.3% absolute

Return (XIRR)

+9.6%

annualised

MF holdings

3

Allocation

₹6.30 L

total

CAMS100%

Mutual funds

Live from CAMS & KFintech

Live feed

Click a fund to see its full transaction history.

Transaction history

Most recent activity from the RTA feed

109 total

Purchase · 361

25 May 2026

+₹10,000

Purchase · 223

20 May 2026

+₹2,000

Purchase · 340

11 May 2026

+₹10,000

Purchase · 361

27 Apr 2026

+₹10,000

Purchase · 223

20 Apr 2026

+₹2,000

Purchase · 340

10 Apr 2026

+₹10,000

Purchase · 361

25 Mar 2026

+₹10,000

Purchase · 223

20 Mar 2026

+₹2,000

Purchase · 340

10 Mar 2026

+₹10,000

Purchase · 361

26 Feb 2026

+₹10,000

Purchase · 223

20 Feb 2026

+₹2,000

Purchase · 340

10 Feb 2026

+₹10,000

Other products

Bonds, FDs, AIFs & insurance — wiring pending Excel sync

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Life Insurance
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Health Insurance
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Motor Insurance
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